Tz Limited · ASX:TZL
Tz — Shareholder Meeting (January 2022)
22 slides from Tz's shareholder meeting presentation, Jan 25, 2022
Slide 1: TZ Limited 2021 AGM - Presentation (ASX Announcement)
Level 2, 40 Gloucester Street The Rocks NSW 2000 Australia Telephone (+61) 2 9137 7300 TZ Limited www.tz.net ABN 26 073 979 272 25 January 2022 For personal use only ASX Announcement TZ Limited 2021 AGM - Presentation TZ Limited (the ‘Company’) (ASX: TZL) is pleased to provide the Presentation which
Slide 2: 2022 Annual General Meeting
For personal use only 2022 Annual General Meeting TZ Limited January 2022
Slide 3: Disclaimer
Disclaimer For personal use only The information contained in this presentation has been prepared by TZ Limited ACN 073 979 272 (Company). This summary presentation was prepared with due care and attention and is current at the date of the presentation. The information in this presentation is an ove
Slide 4: TZ solves real world problems with software
For personal use only “TZ solves real world problems, by engineering software solutions centred around access and control of physical spaces.” January 2022
Slide 5: Our Mission, Our Values
For personal use only Our Mission, Our Values, By using our software, we are Keep us grounded and focused on enabling our customers to working as a positive force with our automate and simplify the use of; customers through every feature we managing access control and chain ship, every product we la
Slide 6: Agile Workplace: three huge markets
For personal use only Agile Workplace We have opportunities in three huge markets: COVID has moved this market forward by 10 years, in what was already fast growth sectors, they have now been put into Contactless hyper speed. Payment There are many enterprises in the world that have been forced to r
Slide 7: Agile Workplace, Contactless transactions, E-Commerce Click and Collect
For personal use only The Agile Workplace, Contactless E-Commerce Click and transactions, Collect, Enterprises have to find ways to Also Known as the Hybrid Office. E-commerce is now the norm, Click and minimise contact between people , The corporate office will never be the Collect is becoming a co
Slide 8: Lets Do the Numbers
Lets Do the Numbers For personal use only The global Smart Lockers market is estimated as of year end of 2021, at $816m growing annually at 11% according to Maia Research. With the corporate sector of the locker marketing growing 15% from 2020 to 2021. We serve customers that are quite literally cha
Slide 9: Cloud Solution
Cloud Solution For personal use only In this time of uncertainty, one thing we are sure of, is the direction we’re headed. TZ stands on the cusp of an exciting new era of change which hasn’t been seen since the industrial revolution. Cloud is where our customers overwhelmingly want to be, and where
Slide 10: TZ Cloud MRR and new customer adoption
For personal use only TZ Cloud has already taken off out of the gates with customers migrating over with currently AUD$235,253 MRR as of Q2 FY21. 96% of new customers choose our cloud products. January 2022
Slide 11: Non SaaS premise customers migrating to cloud
For personal use only Today, the majority of our customers use our ‘Non SaaS’ premise products, Of course, that will decline to 0%, as these customers migrate to cloud (our SaaS model) over the coming 2 years. As customers move to the cloud, TZ products offer some serious bang for the buck. Compared
Slide 12: Customer migration runway
During this time, they’ll have full access To be clear, customer migrations won’t to maintenance and support, as well For personal use only happen overnight. True to our value; as a migration program. We understand perpetual licence customers have a that some customers can’t move to the two-year run
Slide 13: Subscription growth expectations
For personal use only In both FY21 and FY22, we expect to achieve subscription growth in the mid-30s% year-over-year. Subscription is our present and future. We’ve made several short-term trade-offs amidst macro uncertainty during the past 3 months, including the decision to stop selling perpetual s
Slide 14: Customer-first long-term investment
For personal use only My Philosophy is always to make customer-first decisions and long-term investments in the name of steady, durable growth. For us that means an investment in the world-class TZ cloud platform. January 2022
Slide 15: Cloud-first unified architecture
For personal use only From the moment we decided to become a cloud-first company, we are all-in. Rather than retrofit a legacy system, we have forked our product code building a world-class platform, because it scales as our customer base grows. We are building a unified architecture that is built f
Slide 16: Research & Development
Research & Development For personal use only Sustained R&D investment will be powering our cloud-first journey . 70%+ of our R&D dollars will go directly into TZ cloud with the migration needed to make sure our on-premises customers can succeed in the cloud. This is the focus of our R&D investment f
Slide 17: How we Invest
How we Invest For personal use only We are building out our Delhi location as a foundational cornerstone of our technical teams. Delhi is the fastest-growing geography for our own team and will be our second largest office by the end of London FY22, behind Chicago. San Francisco We’re also growing o
Slide 18: Large customers growth
For personal use only Large customers represent our fastest growing segment. Therefore, scaling out a high-performing sales and support team is critical to our success, and expansion of our channel partners. The overall growth of large customers shows how mission-critical TZ products are for enterpr
Slide 19: Channel partners and the TZ economy
For personal use only We continue to support and invest in the TZ economy. Our 60+ channel partners create value for customers by offering a wide range of accredited services, installation and integrations, training, and customized solutions to extend the power of TZ products. January 2022
Slide 20: Multi-year investment in the TZ cloud platform
For personal use only Our multi-year investment in the TZ cloud platform and putting customers first , can build a durable business that will create a lasting impact and stronger financial value. Our decisions over the past three months once again reflect that mindset. It is our responsibility to ou
Slide 21: Making customers successful
For personal use only Our bottom line is about making customers successful. We will put customers first, establish a business model with durable competitive advantages and world-class products. By investing in the cloud, we will continue to adapt to a rapidly changing world, we will continue to grow
Slide 22: Thank you
For personal use only Thank you for your support, we value you as fellow owners and long- term partners as we continue towards achieving our $100 million medium goal and beyond. January 2022